See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,941 | $84,695-62.3% | $73,843-56.7% | $125,391-74.5% |
| Participation rate | 33.3% | 76.8%-43.4pp | 73.4%-40.1pp | 83.2%-49.9pp |
| Annual return | -4.62% | 3123.53%-3128.1pp | 2267.84%-2272.5pp | 282.22%-286.8pp |
| Employer contribution / active EE | $529 | $3,123-83.1% | $2,787-81.0% | $4,866-89.1% |
| Participant deferral / active EE | $5,815 | $3,992+45.7% | $3,583+62.3% | $5,352+8.7% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |